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Gries Financial’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Gries Financial’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,829
Closed -$319K – 228
2023
Q3 		$319K Sell
9,829
-695
-7% -$23.5K 0.09% 147
2023
Q2 		$356K Hold
10,524
– – 0.1% 132
2023
Q1 		$325K Sell
10,524
-1,400
-12% -$41.9K 0.1% 139
2022
Q4 		$339K Hold
11,924
– – 0.11% 124
2022
Q3 		$320K Buy
+11,924
New +$357K 0.14% 118

Other funds holding XVV

SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gries Financial's XVV Position: Q4 2023 in Review

Gries Financial sold out of iShares ESG Screened S&P 500 ETF (XVV) in Q4 2023, closing a stake of 9,829 shares — an estimated $319K sold.

Gries Financial first reported a position in XVV in Q3 2022 and held it in 5 quarters. The position peaked at $356K in Q2 2023. 71 funds tracked by Wall St. Rank hold XVV as of Q4 2023.

  • Gries Financial reported no remaining iShares ESG Screened S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
  • Gries Financial sold 9,829 iShares ESG Screened S&P 500 ETF shares in Q4 2023, an estimated $319K.
  • Gries Financial first reported a position in iShares ESG Screened S&P 500 ETF in Q3 2022 and held it in 5 quarters.
  • Gries Financial's iShares ESG Screened S&P 500 ETF position peaked at $356K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q4 2023.

Based on Gries Financial's 13F filing for Q4 2023, filed 13 Feb 2024.